Debbie Wasserman Schultz Stock Portfolio

Simulatedⓘ

Democratic · House · FL

Debbie Wasserman Schultz's stock portfolio and returns vs the S&P 500, built from publicly disclosed congressional trades. Simulated using FIFO position matching and time-weighted returns.

Portfolio Value

$167K

Unrealized P&L

$111K

+199.0%

Realized P&L

-$965

Open Positions

Performance vs S&P 500

-3.3%

SPY +0.6%

α -3.9%

-6.5%

SPY +4.6%

α -11.1%

+1.1%

SPY +21.1%

α -20.0%

+39.2%

SPY +15.8%

α +23.4%

+409.4%

SPY +80.3%

α +329.1%

+93.0%

SPY +73.1%

α +19.9%

All

+115.8%

SPY +85.1%

α +30.7%

Head-to-head with S&P 500

Live Holdings7 positions

Ticker	Company	Shares	Avg Cost	Current	Value	Weight	Return
NGD	New Gold Inc	6,723	$1.19	$9.08	$61K	36.5%	+663.0%
AG AGI	Alamos Gold Inc Class A Common Shares	1,022	$7.83	$34.45	$35K	21.0%	+339.9%
ICHR	Ichor Holdings Ltd	569	$14.06	$58.21	$33K	19.8%	+314.0%
HL HL	Hecla Mining Company Common Stock	1,587	$5.04	$18.16	$29K	17.2%	+260.4%
SSYS	Stratasys Ltd	851	$9.40	$8.02	$7K	4.1%	-14.7%
QM QMCO	Quantum Corporation	77	$103.80	$26.16	$2K	1.2%	-74.8%
EM EMKR	EMCORE Corporation	127	$62.80	$3.10	$394	0.2%	-95.1%

About this simulation

This portfolio is a simulation built from publicly disclosed STOCK Act filings. Since politicians only report trade amounts as ranges (e.g., “$1,001 - $15,000”), we use the midpoint of each range and the closing price on the trade date to estimate share counts. Returns are calculated using Time-Weighted Return (TWR), the industry standard for measuring stock-picking skill independent of cash flow timing. Read the full methodology →